VBK vs XMMO overlap - what they share and where they differ

VBK and XMMO share 17.0% of their weight across 36 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

VBK and XMMO

17.0%

36 shared positions

VBK

VANGUARD SMALL-CAP GROWTH INDEX FUND

Reported positions cover 100% of the fund, 536 positions · Jun 30, 2026

Top 10: 9.3%·Holdings of VBK

XMMO

Invesco S&P MidCap Momentum ETF

Reported positions cover 100% of the fund, 76 positions · Apr 30, 2026

Top 10: 27.9%·Holdings of XMMO

Reported positions cover VBK 100%, XMMO 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

XMMO vs VBK side by side

VBKVANGUARD SMALL-CAP GROWTH INDEX FUND

536

stock positions reported to the SEC

82.8% of its weight is in 500 names XMMO does not hold

XMMOInvesco S&P MidCap Momentum ETF

76

stock positions reported to the SEC

36.9% of its weight is in 40 names VBK does not hold

Where each fund's weight sits

VBK
XMMO
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
36.5%
34.1%
Healthcare
18.7%
8.2%
Basic Materials
6.7%
13.3%
Industrials
9.4%
12.9%
Real Estate
0.0%
8.7%
Consumer Cyclical
7.3%
0.0%

The widest gap is Healthcare: VBK has 10.6 points more of it.

The figures side by side

VBKXMMO
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported53676
Weight of the ten largest9.3%27.9%
Largest positionCRDO 1.3%CW 3.9%
Held alone500 positions, 82.8%40 positions, 36.9%
Covered by stock positions100%100%

Holdings they share

StockIn VBKIn XMMOCounted
CRSCarpenter Technology Corp0.82%1.74%0.82%
CWCurtiss-Wright Corp0.79%3.91%0.79%
NVENT ELECTRIC PLC0.77%2.32%0.77%
ATIATI Inc0.76%2.63%0.76%
FTITechnipFMC PLC0.74%3.60%0.74%
MTZMasTec Inc0.74%2.26%0.74%
MTSIMACOM Technology Solutions Holdings Inc0.73%1.49%0.73%
WWDWoodward Inc0.71%2.58%0.71%
STRLSterling Infrastructure Inc0.69%2.16%0.69%
RBARB Global Inc0.61%1.50%0.61%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in VBK

CRDOCredo Technology Group Holding Ltd1.27%
RVMDREVOLUTION Medicines Inc1.06%
ALABAstera Labs Inc1.05%
NTRANatera Inc1.04%
TWLOTwilio Inc0.88%
CASEY'S GENERAL STORES INC0.83%
FTAIFTAI Aviation Ltd0.78%
ENTGEntegris Inc0.77%
PEverpure Inc0.70%
OKTAOkta Inc0.65%

Only in XMMO

FLEX LTD.2.56%
MLIMueller Industries, Inc.2.12%
APGAPi Group Corp.2.03%
WPCW.P. Carey Inc.1.60%
WCCWESCO International, Inc.1.46%
NLYAnnaly Capital Management, Inc.1.35%
AAAlcoa Corp.1.25%
SGISomnigroup International Inc.1.25%
ELANElanco Animal Health Inc.1.24%
CACICACI International Inc.1.21%

Questions people ask

Is VBK the same as XMMO?

17.0% of their weight sits in the same 36 holdings. VBK also reports CRDO, RVMD, ALAB, which the other does not. XMMO also reports FLEX LTD., MLI, APG, which the other does not.

How is the overlap between VBK and XMMO measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of VBK and 100% of XMMO, so the number cannot exceed the smaller coverage.

Which holds more, XMMO or VBK?

VBK reports 536 stock positions and XMMO reports 76. 82.8% of VBK's weight sits in names XMMO does not hold, and 36.9% of XMMO's weight in names VBK does not hold. The ten largest positions are 9.3% of VBK and 27.9% of XMMO.

How do VBK and XMMO differ by sector?

The widest gap is Healthcare: VBK has 10.6 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.